MCM

Murphy Capital Management Portfolio holdings

AUM $720M
1-Year Est. Return 9.22%
This Quarter Est. Return
1 Year Est. Return
-9.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$704M
AUM Growth
+$38.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$1.03M
2
+$272K
3
+$264K
4
CVX icon
Chevron
CVX
+$253K
5
CVS icon
CVS Health
CVS
+$230K

Top Sells

1
+$1.75M
2
+$1.37M
3
+$1.28M
4
KR icon
Kroger
KR
+$603K
5
WTRG icon
Essential Utilities
WTRG
+$579K

Sector Composition

1 Technology 10.78%
2 Industrials 10.51%
3 Financials 8.34%
4 Communication Services 7.96%
5 Healthcare 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$454K 0.06%
2,376
-171
152
$439K 0.06%
2,650
153
$423K 0.06%
3,400
154
$422K 0.06%
6,650
155
$418K 0.06%
8,400
+500
156
$414K 0.06%
8,568
+1,064
157
$413K 0.06%
2,272
+197
158
$406K 0.06%
2,989
159
$397K 0.06%
2,215
160
$394K 0.06%
9,795
-61
161
$394K 0.06%
5,230
-300
162
$392K 0.06%
3,462
+100
163
$391K 0.06%
9,500
-500
164
$388K 0.06%
7,054
-795
165
$379K 0.05%
7,053
-650
166
$379K 0.05%
2,475
167
$378K 0.05%
9,390
168
$378K 0.05%
4,300
169
$377K 0.05%
2,280
-50
170
$374K 0.05%
5,300
171
$367K 0.05%
5,650
-400
172
$366K 0.05%
6,250
+250
173
$359K 0.05%
3,975
174
$357K 0.05%
8,903
-3,680
175
$356K 0.05%
1,550
-50
5 6
7
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